Illinois Education Association Professional Staff 401(K) Plan — Form 5500 plan (Illinois Education Association)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Illinois Education Association Professional Staff 401(K) Plan is a benefit plan reported by Illinois Education Association under EIN 37-0343490 and plan number 003. The latest loaded filing year is 2023. The filing reports 120 participants and $27,391,582 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Illinois Education Association
- EIN
- 37-0343490
- Plan number
- 003
- Plan type
- 2
- Location
- Springfield, IL
- Latest filing year
- 2023
- Participants
- 120
- End-of-year plan assets
- $27,391,582
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 120 | H, C | 20241015072729NAL0046908208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,391,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,391,582
- Net assets (BOY)
- $24,027,112
Income & contributions
- Employer contributions
- $547,187
- Participant contributions
- $809,939
- Total contributions
- $1,618,432
- Total income / additions
- $5,623,031
Expenses & distributions
- Benefits paid
- $1,961,354
- Administrative expenses
- $55,327
- Total expenses
- $2,016,681
- Net increase / (decrease)
- $3,606,350
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $28,660 | $0 | 2023 |
| Global Retirement Partners, LLC | NONE | $26,370 | not reported in the loaded dataset | 2023 |